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Most Frequently Asked Questions

You’ll need to complete a new application. However, if we’ve already cleared a cheque in your name, and the ID we have on file has not expired, there’s no need to resend these items.

Simply complete and mail a Registered Plans Transfer Form if it is a registered account such as an RRSP, RRIF, or TFSA. Or, if have a non-registered trading account, complete and mail in an Authorization to Transfer Account Form. You must include a photocopy of your most recent account statement from the delivering institution. We will do the rest!

Yes, please call us for assistance.

NOTE: When calculating that value of overall contribution, we will need you to provide a price per share in the context of the market. This means that the price per share chosen must be a price traded for that security on the day the in-kind contribution is completed.

Yes, our equity trade commission of $8.88 is available to everyone regardless of account size or trading activity.

To avoid quarterly administration fees, please ensure you meet at least one of the following criteria:

  • You have at least $15,000 in your collective accounts OR
  • You have set up a pre authorized contribution (PAC) of at least $100 per month OR
  • You have completed at least two trades during the quarter

This fee does not apply to clients who have had their Credential Direct account for less than six months.

Mon to Fri:
6:00 a.m. to 5:00 p.m. Pacific Time 9:00 a.m. to 8:00 p.m. Eastern Time